Will diversification save us in the next crisis?

January 4, 2019 finas78y 0

When one is building a portfolio, one of the most important goals is maximizing returns given a specific level of risk (or minimizing the risk given a specific level of return). In theory, there is an ideal portfolio (given the investment policy constraints) which the asset manager should try to […]

GCL-Poly Energy, the entry point to the solar industry?

March 22, 2018 finas78y 0

Is GCL-Poly Energy, the entry point to the solar industry? Recently, the industry has experienced tariff threats. Nevertheless, panel costs are decreasing and demand is growing. Now might be a good opportunity to enter the industry. After applying diverse filters to a market index, GCL-Poly Energy appears attractive. Its high operating […]

Investment objective, the first step!

May 8, 2017 finas78y 1

  The investment strategy is the cornerstone of any asset management process. The name speaks for itself, every investment activity is a process: it is a set of activities assembled logically and coherently with the purpose of achieving a goal. So, intuitively, the first step to make the investment strategy […]

Investment Policies, the second step!

May 8, 2017 finas78y 0

  Once I’m ready with my investment objective I have to settle down all the ideas into something more concrete. In other words, I have to constitute my investment policies, the rules of the game. The investment policies will govern my decision making process. Just to recall, the investment policies […]

Investment strategy, the third step!

May 8, 2017 finas78y 0

  Now that I have my investment objective and my investment policies, I must determine how am I going to invest to achieve my goal. The investment strategy is the doctrine that will allow me to achieve my investment goals, it is the tactic that I am going to use […]